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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,085 | $115,911-79.2% | $100,530-76.0% | $158,950-84.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.82% | 34.80%-20.0pp | 30.89%-16.1pp | 302.91%-288.1pp |
| Employer contribution / active EE | $874 | $4,104-78.7% | $3,418-74.4% | $4,762-81.6% |
| Participant deferral / active EE | $1,442 | $6,676-78.4% | $6,271-77.0% | $5,983-75.9% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |